Demo

Law Office Bookkeeping Assistant

Carmel & Naccasha LLP
San Luis Obispo, CA Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 4/25/2025

Job Description
We are seeking a detail-oriented and organized individual to join our team as Bookkeeping Assistant. As Bookkeeping Assistant, you will be responsible for utilizing our billing database to create and send client invoices, responding to client billing questions, processing payments and following up on receivables. This position is an excellent opportunity to join our team, and our ideal candidate will have strong attention to detail, clerical and communication skills, and demonstrate a high level of professional discretion.

Duties:

  • Set up new client matters in the firm’s billing software;
  • Track and enter costs to be billed to clients;
  • Generate and send invoices and statements;
  • Report on client trust account balances;
  • Receive and process payments;
  • Follow up with clients to ensure payment of delinquent invoices;
  • Maintain spreadsheets and generate reports regarding receivables; and
  • Process reimbursements of unused retainers

Skills:

  • Strong organizational skills with the ability to prioritize tasks effectively;
  • Proficient in document management systems;
  • Excellent attention to detail and accuracy in file maintenance;
  • Strong administrative and clerical skills;
  • Ability to work independently and as part of a team; and
  • Previous law office experience is a plus but not required.

Skills:

  • Ability to work independently and as part of a team; and
  • Strong organizational skills with the ability to prioritize tasks effectively;
  • Proficient in Microsoft Excel and QuickBooks;
  • Experience with databases;
  • Excellent attention to detail and accuracy in file maintenance;
  • Strong administrative and clerical skills;
  • Ability to work independently and as part of a team; and
  • Previous law office experience (and in particular, experience using Tabs3 Billing software) is a plus, but is not required.

Our Accounting Department is a key part of our daily operations. This position requires a focused individual who is punctual, reliable, and who has the ability to efficiently solicit, and process information gathered from all other Departments in the firm, and who is at ease in communicating tactfully and professionally with clients regarding their invoices and their payments.

If you are a motivated, detail-orientated individual with experience in bookkeeping, invoicing and accounts receivable, we encourage you to apply. We look forward to meeting you and hope to collaboratively work with you to contribute to the success of our organization.

We offer our full-time employees a full range of benefits including: medical, dental, vision; 401(k); sick, holiday, and vacation pay.

Please note that only qualified candidates will be contacted for an interview.

Job Type: Full-time, non-exempt

Pay: $26.00 - $35.00 per hour

Schedule:

  • 8-hour shift (8:30 a.m. to 5:30 p.m.)
  • Monday to Friday

Benefits:

  • 401(k)
  • Flexible spending account
  • Paid time off
  • 11 paid holidays annually
  • Insurance plans offered (co-sponsored by employer & employee): Health, Dental, Vision
  • Insurance plans paid for by employer: Long Term Disability, Life Insurance
  • Additional insurance available (paid for by employee): Voluntary Life/AD&D, Critical Illness/Accident
  • Opportunities for advancement

Work Location: San Luis Obispo, California. This position requires an individual who can be in our office in person. This position is not eligible for remote work.

To apply: Please email your cover letter and resume to hr@carnaclaw.com.

Job Type: Full-time

Pay: $26.00 - $35.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid sick time
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Salary : $26 - $35

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